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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,226 | $78,520+28.9% | $96,576+4.8% | $82,448+22.8% |
| Participation rate | 70.5% | 77.7%-7.3pp | 81.4%-11.0pp | 68.1%+2.4pp |
| Annual return | 3.39% | 41.30%-37.9pp | 38.47%-35.1pp | 41.64%-38.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,085 | $6,754-9.9% | $7,956-23.5% | $4,139+47.0% |
| Admin fee / account holder | $4,853 | $13,455-63.9% | $11,381-57.4% | $7,234-32.9% |